Automated Investment Portfolio Tracker Template

Manage a multi-asset portfolio directly in Notion. This template consolidates equities, ETFs, bonds, commodities, forex, and crypto, then enriches each holding with live price data from your chosen APIs using Note API Connector. Review current value, average cost, unrealized gains, and allocation by asset or category. Create watchlists, compare positions across accounts, and filter by strategy, sector, or risk level. The structure is flexible, so you can adapt properties and dashboards to your workflow while keeping a single source of truth. Duplicate the template, connect the API calls you prefer, and automate updates to keep your portfolio view accurate.